US sets export restrictions on China's biggest chipmaker SMIC, saying exports to SMIC posed an “unacceptable risk” of being diverted to “military end use”
Financial Times
Related Coverage
- CLARIFICATION ANNOUNCEMENT — Semiconductor Manufacturing International Corporation (the … SMIC
- The U.S. just undercut China's best shot at semiconductor independence Fortune
- Jensen Huang's SMIC problem Protocol
- Shares in China's biggest chipmaker fall after reports that it could lose access to US technology CNN
- Taiwan IC design houses see demand for smartphones pick up DigiTimes
- U.S. sanctions on chipmaker SMIC hit at the very heart of China's tech ambitions CNBC
- US Sanctions Chinese Chip Maker SMIC, Citing Military Ties Android Headlines
- China becomes increasingly radicalised in response to reported SMIC ban Telecoms.com
- China may block Arm sale to Nvidia: senior expert globaltimes.cn
- China must prepare for ‘long tech march’ following U.S. restrictions on SMIC: Global Times Reuters
- US imposes trade sanctions on China's largest chipmaker SMIC SiliconANGLE
- China's Largest Chipmaker Sinks After U.S. Restrictions Bloomberg
- U.S. restricts exports to SMIC, China's largest chipmaker Android Central
- US finds new Huawei to hurt China with new sanctions at top chip maker SMIC The Register
- US Imposes Curbs on Exports by China's Top Chipmaker SMIC Voice of America
- US Restrictions Could Hamper China's Plans For A Self-reliant Semiconductor Sector TheStreet
- US sets restrictions on China's biggest chipmaker, citing military fears CNET
- US Moves to Cut Off Chinese Chipmaker SMIC With New Sanctions Tom's Hardware
- U.S. restricts trade with China's largest chipmaker due to alleged military ties Digital Trends
- Trump Administration Whacks China Again With New Restrictions on Its Biggest Chip Maker Gizmodo
- US imposes export controls on China's biggest chip maker SMIC, escalating tensions MSPoweruser
- U.S. restricts tech exports to China's biggest semiconductor manufacturer in escalation of trade tensions Washington Post
- US tightens trade restrictions on Chinese chipmaker SMIC The Verge
- U.S. Places Restrictions on China's Leading Chip Maker New York Times
- US slaps trade restrictions on China's top chipmaker Engadget
Discussion
-
@mtdtl
Mathieu Duchtel
on x
Specifics yet to be issued. Department of Commerce's letter to the US semiconductor industry stresses “an unacceptable risk of diversion to a military end use in the PRC”. This means enforcing a dual-use export control regime to sales to SMIC https://www.wsj.com/...
-
@sreemoytalukdar
Sreemoy Talukdar
on x
“US pressure has prevented SMIC buying the equipment needed to make cutting-edge chips, such as the kind that Huawei needs, but can no longer buy, for its smartphones.” https://www.ft.com/...
-
@andreaslandwehr
Andreas Landwehr
on x
Analysts at the investment bank Jefferies estimate that up to half of SMIC's equipment currently comes from U.S. suppliers. SMIC could struggle to stay in business if those partners cannot service and upgrade the company's manufacturing equipment https://www.nytimes.com/...
-
@carlbildt
Carl Bildt
on x
The semiconductor war is the most serious part of the rapidly escalating technology war 🇺🇸🇨🇳. The aim is to seriously disrupt all efforts by 🇨🇳 to move up the digital value chain. It might succeed for a while - but long term effects are more doubtful. https://www.nytimes.com/...
-
@drgregquarles
Gregory Quarles
on x
Wow. And the restrictions just keep coming at China. Likely to slow their chip development significantly. https://twitter.com/...
-
@bizalmanac
Andy
on x
Maybe the first hint that Cadence's, $CDNS, Chinese revenues, about 10% of their total, are truly at risk, from @FT: China's biggest chipmaker hit by US sanctions https://www.ft.com/...
-
@carnage4life
Dare Obasanjo
on x
The U.S. has banned Huawei, TikTok, Tencent & SMIC in some form. Also Chinese foreign student enrollment is in decline. Reasonable to expect retaliation against U.S. companies in the coming months. If you invest in tech, time to rebalance your portfolio. https://www.ft.com/...
-
@halhod
@halhod
on x
Just hearing SMIC has been declared a “military end user” by the American Department of Commerce. If true it's a gigantic next step into the chip wars proper by America. SMIC is China's best (only) hope of domestic logic chip production, and this cuts it off from vital US tools
-
@thorstenbenner
Thorsten Benner
on x
“In the worst-case scenario, SMIC is completely cut off, which would severely set back China's ability to produce chips. This would be tipping point for US-China relations”. @pstAsiatech on US move to cut off China's most important semiconductor manufacturer from US technology. h…
-
@tommackenzietv
Tom Mackenzie
on x
Not a huge surprise, but nonetheless another meaningful escalation in US-China tech war SMIC is by some measures China's leading chip co. & key to indigenous production aims U.S. Government Sanctions Chinese Chipmaker SMIC, FT Reports https://www.bloomberg.com/... @QuickTake http…
-
@yuanfenyang
Yuan Yang
on x
New rules are being used to cut China's biggest chipmaker off from suppliers. There had long been rumours of sanctions for SMIC: now we've seen the private letter sent by @CommerceGov to suppliers. Scoop @ft https://www.ft.com/...
-
@ericgarland
Eric Garland
on x
China is being cut off from the world technology supply chain. I suspect we'll see a larger narrative as to why - mainly to do with the national security of NATO countries. https://www.ft.com/...
-
@chinaresearchgp
@chinaresearchgp
on x
“It all depends on how the US implements this. In the worst-case scenario, SMIC is completely cut off, which would severely set back China's ability to produce chips. This would be a tipping point for US-China relations,” said Paul Triolo of Eurasia Group. https://www.ft.com/...
-
@kate_okeeffe
Kate O'Keeffe
on x
The U.S.-China chip wars continue: U.S. just declared SMIC, China's largest semiconductor maker, a military end-user. Firms will now have to get licenses to ship U.S. tech to SMIC in a potential major blow to China's chip ambitions https://www.wsj.com/... @DanStrumpf @asafitch
-
@rdrv3
@rdrv3
on x
And the bear trap closes. This is a crude but effective continuation of the US's tech leverage campaign against China. Without SMIC, China can no longer be a part of the global silicon R&D chain. https://www.ft.com/...
-
@wsj
@wsj
on x
The Commerce Department has told U.S. computer-chip companies that they must obtain licenses before exporting certain technology to China's largest manufacturer of semiconductors https://www.wsj.com/...
-
@onlyyoontv
Eunice Yoon
on x
US sanctions #China's biggest chipmaker SMIC, says @FT. Move further cuts off telecoms giant @Huawei from chip supply. @CommerceGov told companies that exports to SMIC posed an “unacceptable risk” of being diverted for “military end use”, paper says.https://www.ft.com/...
-
@mtdtl
Mathieu Duchtel
on x
Getting closer and closer to sanctions against SMIC https://www.ft.com/... via @financialtimes